Jacob Lewis, CFP®
I’m Jacob Lewis, our firm’s partner. Since graduating with a bachelor’s degree in finance and economics from the University of St. Thomas, I’ve remained dedicated to ongoing financial education throughout my career. In doing so, I’ve attended the Wharton School of Pennsylvania and the American College.
I currently hold the following licenses:
- CERTIFIED FINANCIAL PLANNER™
- FINRA Series 7 securities
- FINRA Series 66
- Life/Health/Accident Insurance
My wife, Breanna, and I live in Brooklyn Park, MN with our two sons, Charles and Owen. When I’m not here at the office or chasing my boys around, I enjoy hunting, golfing, cooking (or, more specifically, grilling and smoking meat) and traveling. I consider myself an outdoor enthusiast and enjoy spending time with my friends and family at our cabin in Northern Minnesota.
You can find Jacob at our Arden Hills location.
Securities and investment advisory services
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